Finance Reporting & Release Notes from March 27 have been posted to the UVAFinance website.
This update includes significant new reports and modifications that have been released between January 22nd and March 22nd as well as known issues that we are investigating or working on currently.At the end of February, we released two NEW UBI Journal Lines app that we encourage you to use instead of the all-encompassing Workday Journal Lines. The performance of these new apps is much improved.
- Workday Journal Lines – Actuals Only - This app includes both income statement and balance sheet ledger account types so it can be used to look up ledger/transaction details in your Fund balances. Currently, this dataset is about 25% smaller than Workday Journal Lines because we’ve eliminated Commitments and Obligations Ledgers.
- Workday Journal Lines – Income Statement Only - This app includes Revenue, Expense, and Transfer ledger account types for those of you who focus primarily on managerial or transactional reporting. By eliminating balance sheet activity, this dataset is approximately 50% of the size of Workday Journal Lines. This app will retain the Obligations and Commitment details so you can reconcile to Budget vs Actuals.
We’ve added some new options/measures to make it easier to pull Year-to-date, Inception-to-date, and Prior Year-to-date data and do variance analysis. You can start with the template sheets we provided in the apps to customize your reports using these new measures and date filters. You can find training videos here: Resources | UVA Finance (virginia.edu)
Let us know what you think about these new apps and enhancements – we’d love to hear from you.
If you support PIs on the grants, we encourage you to look at Workday RAD for PIs. PIs can self-service reports - they are limited to viewing their own Grants and they do not have to take UBI training. You can find more information here: Research Administration Dashboard (RAD) Reporting | Research (virginia.edu)
Let us know what you think about these new apps and enhancements – we’d love to hear from you.
If you support PIs on the grants, we encourage you to look at Workday RAD for PIs. PIs can self-service reports - they are limited to viewing their own Grants and they do not have to take UBI training. You can find more information here: Research Administration Dashboard (RAD) Reporting | Research (virginia.edu)
A friendly reminder that you always find this information and more reporting resources at: Business Intelligence & Analytics | UVA Finance (virginia.edu)
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